Welcome to your online resource for account information and reporting
Cascade Investment Group, Inc. provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Advyzon, our Client Portal, gives you the complete picture of your investment portfolio with at-a-glance reporting. This new system makes it easier for you to monitor your portfolio returns. On a robust and customizable dashboard, you can see timely information about your portfolio (based on pricing data from the prior business day), view documents, reports or announcements that we post and much more. The platform offers the Advanced Encryption Standard (AES) with a 256-bit key length for encrypting data.
Our Client Portal is where we will post quarterly billing and performance reports for managed accounts. You'll be notified when a new document is available.
This site also serves as a secure way for us to send documents back and forth that contain sensitive information whether for a signature or for financial planning purposes.
Please note, our Client Portal is not intended to replace your regular monthly/quarterly RBC account statements that can be found on Investor Connect and are mailed/emailed to you from our clearing firm, RBC Clearing & Custody, in Minneapolis, MN.
Investor Connect® is a simple and secure website that
allows you to stay up-to-date on the information that
matters most to you — information that will give you
greater control and valuable insights. With access to
your account and relevant market data, you’ll have
timely information at your fingertips to make well-informed
investment decisions and work even more
closely with your financial advisor.
Account information:
• Holdings, including cost basis
• Transaction details
• Gain/loss information
• Year-to-date income
• Cash and money market balances
• Open orders
• A visual snapshot of your equity and mutual fund
holdings via the Heatmap
• Account statements
• Trade and non-trade confirmations
• Tax documents
• Proxies and reorganization notices
• Mutual fund prospectuses
• Annual statements
• And much more
Questions? Contact Us Here or Call (719) 632-0818